See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,140 | $99,079-75.6% | $77,999-69.1% | $273,961-91.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -24.48% | 217.93%-242.4pp | 425.96%-450.4pp | 41.45%-65.9pp |
| Employer contribution / active EE | $3,629 | $3,308+9.7% | $2,470+46.9% | $4,869-25.5% |
| Participant deferral / active EE | $5,943 | $4,306+38.0% | $3,497+70.0% | $5,287+12.4% |
| Admin fee / account holder | $3,307 | $8,954-63.1% | $5,480-39.7% | $10,132-67.4% |